Adam
Wright

Wright Associates

CRD#6107643
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Adam Wright is a financial advisor operating in Pittsburgh, Pennsylvania, with 10 years of relevant experience. Wright is an employee of Wright Associates. They have spent all of their career at Wright Associates. Wright has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Pennsylvania. Wright Associates is a registered investment company that has its headquarters in Pittsburgh, PA. It administers $248 million in assets under management across its 148 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 148 client accounts, 52% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically depend on which services the firm provides the client. However, fees billed by Wright Associates most likely consist of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

61 Mcmurray Road Suite 204
Pittsburgh, PA 15241-1633

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Wright Associates Brokerage Details

Total Assets Under Management

$248,412,064

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

148

PA Average: 3,342
Average Account Size

$1,678,460

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Adam Wright Work History

Adam has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Wright Associates Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Adam Wright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wright Associates

Adam Wright
Pittsburgh, PA
Kyle Beckhusen
Pittsburgh, PA
Kathleen Wright
Pittsburgh, PA
Albert Lintner
Bethel Park, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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